Applied Materials, Inc. vs Arqit Quantum Inc — how do they compare? Applied Materials, Inc. trades at $548.36 (market cap $417.31B), while Arqit Quantum Inc trades at $23.4 (market cap $424.79M). The key difference: Applied Materials, Inc. is far larger — about 982.4× Arqit Quantum Inc's market cap, and Applied Materials, Inc. pays a 0.4% dividend while Arqit Quantum Inc pays none. Which is the better fit depends on your goals.
| AMAT | ARQQ | |
|---|---|---|
Market Cap | $417.31B | $424.79M |
Sector | Technology | Technology |
52-Week High | $723.00 | $58.27 |
52-Week Low | $156.25 | $11.78 |
Enterprise Value | $416.34B | $398.10M |
Dividend Yield | 0.4% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $522.12, down 3.16% on the day, amid a neutral technical signal with support at $510 and resistance at $546. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 forecast. Strong profitability is evident with a net margin of 29.31% and ROE of 39.69%, though valuation ratios like a P/E of 49.45 are elevated. Recent news highlights robust AI-driven demand in semiconductor equipment, with CEO Gary Dickerson calling it the industry's strongest period ever (CNBC, 2026-05-28).
The outlook remains positive given analyst consensus with a $662.82 price target and 76.9% buy ratings, but risks include high valuation sensitivity and cyclical semiconductor capital spending. Revenue growth to $29.0B in 2026 with a projected 29.31% net margin supports upside, though investors should monitor competitive pressures and macroeconomic impacts on tech spending.
ARQQ trades at $24.10, up 6.59% today, with a bullish technical signal from moving averages. The company shows explosive revenue growth (829% YoY in H1 2026) but remains deeply unprofitable with a -4,508% net margin. Recent news highlights quantum-safe encryption partnerships with telecom and government clients, driving investor optimism despite significant financial losses.
Outlook remains speculative with high risk/reward profile. The quantum security market offers substantial growth potential, but ARQQ must demonstrate path to profitability amid heavy operating losses. Analyst consensus is divided (50% Buy, 50% Hold), reflecting uncertainty about timeline for sustainable operations.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Arqit Quantum provides advanced cybersecurity software that uses symmetric key agreement technology. Its solutions protect networked devices and data against current and future cyber threats, including quantum attacks.
Read more on ARQQ →